Institutional Ownership
Thrive Series Trust
CUSIP 88588B100PROSPERA INCOMETHRVQ1 2026
Institutional Holders
8
13F filers
Shares Held
108.1K
Aggregate institutional
Institutional Value
$2.64M
Q1 2026
Net New Holders
+5
5 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased2
Decreased0
Sold out0
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Everstar Asset Management, LLC | 25.8K | $632.6K | +25.8K | New |
| 2 | Cherry Creek Investment Advisors, Inc. | 19.1K | $467.4K | +19.1K | New |
| 3 | Mirae Asset Securities (USA) Inc. | 17.6K | $430.0K | +17.6K | New |
| 4 | Ausdal Financial Partners, Inc. | 14.1K | $344.5K | +3.7K | Added |
| 5 | Cetera Investment Advisers | 12.1K | $295.8K | +300 | Added |
| 6 | Advyzon Investment Management, LLC | 10.6K | $258.8K | +10.6K | New |
| 7 | Bip Wealth, LLC | 8.3K | $201.7K | 0 | Held |
| 8 | Ubs Group AG | 496 | $12.1K | +496 | New |